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Job DescriptionWe are looking for a housekeeper for an UHNW family in Beverly Hills. This is a modern 23k sq. ft. house. You will be responsible for full charge housekeeping, organization and upkeep of the house. Mon - Fri 8 AM - 1 PM (or 2 PM if desired). $40 - $45/hour cash. Client only comes to the house ocassionally and may require some weekend morning work when he does.

Director of Private Client Experience Luxury Fashion Brand | Los Angeles, CA $160,000–$180,000 A confidential luxury fashion brand is seeking a senior client experience leader to oversee private client relationships and elevate the brand’s high-touch service strategy. This role will shape how the brand is experienced across every touchpoint—from private appointments and bespoke fittings to exclusive events and ongoing relationship management. This individual will serve as a key ambassador for the brand, building trusted relationships with a highly selective client base while partnering closely with leadership on retention, introductions, and long-term engagement. The ideal candidate brings strong judgment, emotional intelligence, and a refined understanding of luxury environments, with experience supporting ultra-high-net-worth individuals in highly discreet settings. Key Responsibilities • Build and maintain long-term relationships with a highly selective private client base, • Serve as a senior point of contact for VIP clientele, bespoke requests, and high-touch engagements, • Lead private appointments, fittings, intimate events, and in-home client experiences, • Establish standards for hospitality, communication, and service across all client touchpoints, • Partner with executive and creative leadership to ensure the client experience reflects the brand’s identity, • Represent the brand within luxury, fashion, and cultural settings, • Provide insight into client preferences, relationship opportunities, and evolving expectations, • Support organic growth through referrals, trusted networks, and long-term loyalty Qualifications • 8–12+ years supporting UHNW or VIP clients within luxury fashion, jewelry, hospitality, or related sectors, • Strong track record building trusted relationships in high-discretion environments, • Excellent communication skills and polished executive presence, • Comfortable in fast-paced, founder-led environments, • Flexible for occasional travel and after-hours events, • Strong aesthetic sensibility and cultural awareness

About the Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations. **This role does not require a portable book of established business. There are clients ready for you to work with and expand upon! Key Responsibilities • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service., • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues., • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals., • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions., • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice., • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow. Ideal Candidate Profile • Education: Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred., • Experience: 10-15+ years in wealth management., • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills., • New Business Development Experience: We’re looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families., • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence. What We Offer • A collaborative, supportive environment with a strong focus on client success., • Opportunities to work with an exclusive clientele and expand your professional network., • The ability to make a tangible impact on clients’ long-term financial legacies.

We are seeking an exceptionally meticulous, warm, and highly experienced Private Chef for a health-conscious young family of four based in Los Angeles. Private Chef Wanted for Los Angeles UHNW Family. The chef must strictly follow all ingredient storage guidelines, refrigerating items exactly accord

Executive/Personal Assistant - Fluent in Mandarin Full Time, Permanent Location: Los Angeles, California (LAX office & Bel Air residence) Salary: $150,000 – $160,000 + discretionary bonus + full benefits My client, an Ultra High Net Worth (UHNW) family office, is seeking an exceptional, Mandarin-speaking Executive / Personal Assistant to support the Principal, a third-generation leader overseeing a diverse portfolio of family businesses across the United States and Asia. This is a fast-paced role within a sophisticated and well-established family office environment. The Principal is deeply involved in executive-level business matters alongside significant personal commitments, requiring a highly capable right hand to ensure seamless coordination across all areas. You will join an established team of experienced assistants based in Los Angeles and internationally, playing a key role in supporting the Principal at the highest level. THE ROLE This is a true EA/PA hybrid position, offering broad exposure across business operations, personal support, financial coordination, and property management. The role requires a proactive, resilient, and highly organized individual who can operate autonomously, manage competing priorities, and thrive in a high-demand environment. You will support the Principal, as well as immediate family members, ensuring smooth day-to-day operations across multiple residences, business interests, and personal commitments. WHAT YOU'LL DO Executive & Personal Support • Manage complex, high-volume calendars across multiple time zones, ensuring effective prioritization, • Coordinate seamless domestic and international travel (commercial and private), including detailed itineraries and last-minute changes, • Act as a gatekeeper for the Principal, managing communications and liaising with internal teams, advisors, and external stakeholders, • Oversee administrative workflows including reporting, expense management, and approvals, • Coordinate meetings, events, and engagements, including logistics and on-site support, • Manage ad hoc requests and special projects with discretion and efficiency Household & Lifestyle Management • Oversee the smooth operation of multiple residences in Los Angeles, • Coordinate household staff including chef, driver, and housekeeper, as well as pet-related needs, • Manage personal schedules, appointments, and family logistics for The Principal and family, • Support property maintenance, vendor management, and household procurement Financial, Banking & Investment Support • Assist with banking administration, including account management, documentation, and transactions (wires, ACH, transfers), • Support investment processes including capital calls, subscription documents, and coordination with legal and financial advisors, • Monitor account activity and maintain organized financial records, • Liaise with fund administrators, investment managers, and financial institutions on behalf of The Principal Bookkeeping, Tax & Audit Coordination • Support tax and audit processes through document collection, organization, and deadline tracking, • Coordinate with accountants, auditors, and advisors to ensure compliance and timely filings, • Assist with financial reporting and audit preparation across multiple entities Foundation & Philanthropy • Support the day-to-day operations of private foundations, ensuring compliance with governance and regulatory standards, • Assist with grant processes, documentation, and coordination with advisors Property & Project Management • Oversee maintenance, insurance, and vendor coordination across residential and commercial properties, • Support capital improvements and construction projects, liaising with contractors and suppliers WHO YOU ARE • Fluent in Mandarin / Chinese (essential), • Strong cultural awareness, with an understanding of Chinese family values and etiquette, • Significant experience supporting UHNW individuals, principals, or senior executives, • Proven background in hybrid EA/PA roles across both business and personal support, • Highly organized, detail-oriented, and capable of managing a complex, fast-moving workload, • Financially literate, with exposure to investments, tax processes (e.g. K-1s), and financial documentation, • Proactive, resilient, and able to operate independently, • Collaborative and able to integrate into an established, high-performing team, • Discreet, professional, and experienced in handling confidential matters Additional Information • Based in Los Angeles, with flexibility to work from an office (near LAX) and private residences in Bel Air, • Working alongside a stable, long-standing EA/PA team (average tenure of 4–5 years), • Full benefits package including 401(k) and pension, • Highly varied, hands-on role offering long-term opportunity within a sophisticated family office

JRN #2379 A high-growth tech company is seeking an exceptional Executive Personal Assistant to support its Founder and CEO. This is a highly demanding, high-trust role that is predominantly focused on personal support, with some executive coordination as needed. The principal operates at an extremely fast pace, with constant changes, high expectations, and a need for someone who can anticipate, adapt, and execute without hesitation. This role requires a true right hand who is relentlessly detail-oriented, resourceful, and solutions-driven, someone who will always find a way to get things done. The ideal candidate thrives in a high-pressure environment, is available around the clock when needed, and takes full ownership over both day-to-day logistics and more complex personal matters. Responsibilities • Oversee a constantly evolving personal and professional calendar, ensuring seamless coordination across all priorities, • Act as a true gatekeeper and right hand, managing all incoming requests, communications, and follow-ups, • Heavily support the principal on the personal side, including lifestyle management, vendor coordination, ad hoc requests and handling personal projects from start to finish, • Take full ownership of complex personal tasks (e.g., sourcing for specific requests, negotiating on behalf of the principal, managing household needs etc.), • Coordinate domestic travel, often on short notice, with detailed and efficient itineraries, • Be available and responsive outside of standard hours, including evenings and weekends, as needs arise, • Provide light executive support as needed, including helping to track action items, follow-ups, and internal meeting cadence, • Anticipate needs before they arise and operate with a proactive, solutions-first mindset, • Handle highly sensitive and confidential matters with discretion and sound judgment Qualifications • 5+ years of experience supporting a high-level executive or UHNW individual in a heavily PA-focused role, • Proven ability to operate in a highly demanding, fast-paced, and ever-changing environment, • Exceptional attention to detail, nothing slips through the cracks, • Resourceful, scrappy, and persistent; able to figure things out and execute no matter the challenge, • Strong experience on the personal side, including lifestyle management, travel, and high-touch support, • Highly responsive, flexible, and comfortable with a 24/7 mentality when needed, • Calm under pressure with excellent problem-solving instincts, • Strong communication skills with the ability to act on behalf of the principal when required, • Based in Los Angeles and comfortable working full-time in-office Location • Full-time, West Los Angeles, • Daily in-office presence required, with flexibility to travel as needed with the Principal, • Hours are fluid and extend beyond standard business hours as required Compensation: $150,000 base Pocketbook Agency is acting solely as a recruiting and placement firm for this position and is not the employer of record for this role unless otherwise explicitly stated. All hiring decisions, compensation, benefits, and employment terms are determined by the client employer. By applying, you acknowledge that submission of an application does not guarantee placement or employment. Pocketbook Agency is an equal opportunity recruiting firm and does not discriminate in its recruiting, screening, or placement practices based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

JRN #2439 We are currently seeking a Personal Assistant to support our client, a private UHNW entertainment executive. This is a full-time, on-site role. The ideal candidate genuinely enjoys personal tasks and errands, is open to traveling with little notice, and thrives in an environment that continually changes. This is a hands-on position where you will be working with a team of people who are anticipating needs and helping to create a fun and positive environment. Confidentiality, discretion, and the ability to stay calm under pressure are super important. This is a hands-on position, and working with a calm demeanor is required. This position requires a flexible schedule, including some weekends and evenings, as well as occasional overnight shifts. Responsibilities: • Managing deliveries and returns, • Packing and unpacking, • Traveling ahead of the executive to prepare for their arrival, • Errands, including grocery and clothing shopping, • Assist with organization and scheduling, • Responsible for restocking, tracking inventory, and ordering supplies, • Help with service for client events and dinners, • Light household tasks, • Assist with food setup and clearing, • Other tasks and responsibilities as assigned Requirements: • At least 3+ years of related experience, • Confidentiality and discretion with sensitive information, • Staying calm under pressure in complex situations while providing solutions, • Flexibility with expected hours, including possible nights and some holidays, • Must be flexible to travel up to 40% of the time, • You must have a reliable, working vehicle and knowledge of how to get around Los Angeles, • Requires discretion, maturity, and overall good judgment, • Must be able to lift up to 30 pounds with or without reasonable accommodation and stand for prolonged periods of time Compensation: $26-28 per hour, benefits, 401k plan, mileage reimbursement, meals provided during shift Location: Malibu, CA, primarily. West Hollywood as needed. Pocketbook Agency is acting solely as a recruiting and placement firm for this position and is not the employer of record for this role unless otherwise explicitly stated. All hiring decisions, compensation, benefits, and employment terms are determined by the client employer. By applying, you acknowledge that submission of an application does not guarantee placement or employment. Pocketbook Agency is an equal opportunity recruiting firm and does not discriminate in its recruiting, screening, or placement practices based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Family Law Paralegal for UHNW boutique in Beverly Hills This Jobot Job is hosted by: Jeff Ruben Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $120,000 - $150,000 per year A bit about us: Premier family law firm specializing in providing clients

UHNW Mid Size law firm looking for Family Law Associate This Jobot Job is hosted by: Jeff Ruben Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.

The Junior Sales Coordinator plays a foundational role in supporting the Sales and Membership teams, ensuring both the operational excellence and high-touch service required to deliver a seamless experience for ultrahigh-net-worth guests and members. This role blends administrative precision with client-facing exposure, supporting the full sales and relationship lifecycle from initial inquiry through onboarding and ongoing engagement. The ideal candidate is highly organized, detail-oriented, and service-driven, with a genuine interest in pursuing a career in relationship-based B2C sales within a luxury environment. Acting as a key liaison between clients, internal teams, and strategic partners, the Coordinator is responsible for maintaining accurate client data, managing communications, and supporting day-to-day sales operations with discretion and care. This position offers a unique opportunity to build a strong foundation in sales, gain exposure to UHNW client engagement, and grow within a category-defining global hospitality brand. Reports to: Director of Member Engagement Location: PS HQ Los Angeles, CA Schedule: Full-time, 5 days/week, Hybrid (Mon & Fri WFH, Tues-Thur onsite at PS HQ) Responsibilities & Expectations • Support day-to-day administrative and operational needs of the Sales team, including scheduling, follow-up coordination, pipeline tracking, and preparation of client materials, • Maintain rigorous accuracy within Salesforce, including real-time logging of client interactions, preferences, pipeline activity, and follow-ups with exceptional attention to detail and confidentiality, • Own data integrity and CRM discipline, ensuring all client and prospect records are current, actionable, and reflective of the highest operational standards, • Partner closely with the Sales and Membership teams to support UHNW clients throughout the full lifecycle of the relationship, including initial inquiry, enrollment, bespoke onboarding, and ongoing account support, • Serve as a key point of coordination for client interactions, ensuring a seamless, highly personalized experience aligned with luxury service standards, • Build and manage targeted prospect and client segments within Salesforce to support proactive outreach and relationship cultivation, • Educate, consult, and advise prospective and existing members on PS' curated services, amenities, and bespoke offerings, tailoring recommendations to individual client needs and expectations, • Host and support virtual presentations, private briefings, and educational meetings with strategic partners and prospects, • Correspond with UHNW members, advisors, and partners via phone and email in a polished, professional, and discreet manner, • Provide guided, in-person tours of PS, articulating the brand's value proposition, service philosophy, and experiential offerings with confidence and sophistication, • Attend select prospecting and networking events to cultivate relationships and support conversion efforts, • Support sales initiatives and special projects as the business expands into new markets Requirements / Qualification • 2 years + experience in UHNWI B2C sales, • Experience working around confidential and sensitive information, • Salesforce pipeline management experience, • Bachelors Degree in relevant field desired., • Exceptional written and verbal communication skills, with the ability to engage confidently with UHNW clientele, • Highly detail-oriented and organized, with a strong sense of ownership over administrative execution and follow-through, • Strong operational discipline with commitment to data accuracy, CRM hygiene, and process consistency, • Ability to manage multiple priorities while maintaining precision in a fast-paced, high-touch environment, • Strong interpersonal and relationship-building skills, paired with sound judgment and discretion, • Proactive mindset with the ability to anticipate needs, solve problems, and drive tasks to completion independently, • Comfortable balancing client-facing responsibilities with behind-the-scenes operational execution, • Adaptable and flexible as priorities evolve and new markets develop, • Willingness to travel domestically and internationally as needed Full Time Employee Benefits • Employee benefits include medical, dental, vision, life insurance, long-term and short-term disability, • 401K retirement plan with company matching, • Health and Dependent care FSA and HSA with company matching, • Merit-based raises and bonuses, • Unlimited PTO, • Monthly health & wellness and cell phone reimbursement., • Paid training, • Parental benefits 100% paid up to 6 weeks., • Friends & Family Discounted PS Use., • Tuition Reimbursement., • A great career path with promotion opportunities This is a full-time Exempt role. Compensation range $75,000 - $85,000/annually PS is an equal-opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis. PS considers for employment qualified applicants with criminal histories consistent with applicable federal, state, and local law.

Leah Yosef International, based in Los Angeles, is seeking a Managing Director with extensive wealth management experience.This role involves developing strategic relationships with ultra-high net worth individuals and their offices, while steering growth in client services.The candidate should have

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to Client Advisory support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. · Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades. · Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. · Contribute actively to internal committees as part of the senior team. Requirements: · Bachelor’s degree required; advanced degree (MBA or JD) highly preferred. · Professional certifications such as CTFA, CFP, CFA, or CPA. · Minimum of 8 years of Trust and Estate Planning experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. · Proven business development experience within the UHNW space. · Proficiency in legal documents related to trusts, estate planning, and finance. · Established local and regional network of accounting and legal professionals. Rewards: · High visibility to internal executives with opportunities for position expansion and continued professional development. · Competitive base salary, bonus, and compensation structure with excellent benefits. · Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job Description This is an exclusive leadership mandate for an operationally sophisticated executive to oversee the design-build division of a premier, high-end residential landscape firm. The organization caters to an ultra-high-net-worth (UHNW) clientele, delivering bespoke, multi-million dollar outdoor estates that require an uncompromising level of craft, precision, and "white-glove" service. The incoming Director of Operations will be the architect of delivery, bridging the gap between visionary landscape architecture and complex field execution. The mandate is to institutionalize a rigorous operational framework that protects premium margins while maintaining the boutique, high-touch experience expected by the world's most discerning property owners. This is a role for an elite operator who understands that in the luxury tier, flawless execution is the only acceptable baseline. KEY LEADERSHIP MANDATES White-Glove Project Delivery: Oversee the lifecycle of bespoke residential builds, ensuring that site aesthetics and client interactions reflect a true luxury brand experience. Margin Preservation: Implement sophisticated project accounting and real-time cost tracking to protect high-premium margins on complex, variable-scope contracts. Complex Build Orchestration: Direct the integration of high-end hardscapes, custom water features, automated lighting, and mature horticultural installations within tight site constraints. Client & Architect Liaison: Serve as the high-level point of escalation for affluent homeowners and world-class architects, ensuring seamless communication and expectation management. Sub-Contractor Synergy: Vet and manage an elite network of specialized artisans and sub-trades, ensuring their output aligns with the firm's exacting quality standards. Schedule Velocity: Optimize resource allocation across a portfolio of high-priority estates to meet aggressive deadlines without compromising artisanal quality. Inventory & Asset Management: Command the procurement of rare materials and specimen-grade plantings, managing the logistics of "zero-defect" delivery and installation. Operational Professionalization: Transition the production department from an intuitive model to a data-driven, scalable system capable of supporting continued growth in the luxury sector. IDEAL EXECUTIVE PROFILE The successful candidate is a seasoned operations leader with a background in high-end residential construction, luxury design-build, or estate-level landscape development. You possess a proven track record of managing complex projects with individual values exceeding $2M and a total portfolio P&L of $15M+. You are an expert in the nuances of "concierge-level" project management, possessing both the technical grit to solve field engineering challenges and the executive presence to navigate the boardrooms and living rooms of influential clients. WHAT MAKES THIS OPPORTUNITY DISTINCT This role offers the rare chance to lead the operations of a firm that defines the aesthetic of the region's most exclusive enclaves. It is a position of significant influence, providing the autonomy to refine a luxury delivery model backed by a dedicated team of master craftsmen and designers. You will be responsible for the infrastructure that transforms world-class designs into physical legacies, operating at the absolute pinnacle of the residential landscape industry.

Job Description Tax Principal | Director - Estate, Trust, Gift exp. Los Angeles | Encinco | Irvine | Phoenix | Salt Lake City Full Time | Hybrid Schedule (2-days in office weekly, flexible) About Us: We are a dynamic and people-centric tax and advisory firm built on partnership, deep technical expertise, and a commitment to client service excellence. Our teams tackle complex tax issues for businesses and individuals alike, and we invest in professional growth, collaborative culture, and rewarding career paths. The Position: We are seeking a high-caliber Tax Principal / Director to join our growing Estate Gift, Trust, HNW tax practice with a focus on Ultra high-net-worth individuals, S-Corporations, and closely-held entities. In this senior role, you’ll lead client relationships, deliver sophisticated tax planning and compliance services, mentor and develop tax staff, and help drive business growth. While deep real estate partnership experience is a significant plus, it is not mandatory. What You’ll Do • Oversee and perform technical review and delivery of federal and multi-state income tax compliance for UHNW, estate, trust, gift, individuals, and related entities., • Lead tax planning engagements, offering proactive strategies for entity structuring, wealth transfer, state & local issues, and transactional tax matters., • Provide senior-level technical research and correspondence on complex tax issues, including partnership allocations, basis adjustments, and entity-specific considerations., • Manage and mentor teams of tax professionals, ensuring high-quality work product and professional development., • Direct engagement workflow, budgets, scheduling, and billing oversight., • Build and maintain strong client relationships, serving as a trusted advisor and helping expand service opportunities., • Communicate complex tax concepts clearly with clients and internal teams. What You Need (Qualifications) • 10+ years of progressive technical tax experience, ideally with significant exposure to partnerships and flow-through entities., • Strong experience with Estate, Trust, Gift, UHNW, etc., • CPA license required, • Demonstrated ability to manage multiple engagements and deliver client solutions with strategic insight., • Excellent leadership, communication, and analytical skills., • Proven track record of mentoring, team leadership, and developing talent. What’s Offered (Competitive Full Package) • Salary: $185,000– $230,000 / year (DOE), • Annual performance-based bonus opportunities, • Comprehensive benefits: Medical, Dental, Vision, • 401(k) with employer match, • Generous PTO, personal, and holiday time, • Flexible Hybrid work schedule: 2 days in the office weekly, • Support for professional development and continuing education, • Engaging, collaborative firm culture with opportunities for advancement Apply Today: Apply directly to this posting with your updated resume, then email it to ian.kerr@BancroftSP.com for a prompt review and confidential consideration. Explore Active Opportunities: We encourage you to continue checking our Careers Page and following us via LinkedIn. We’re consistently posting new opportunities, market insights, trends, and recruiter tips. • BancroftSP.com/Careers/, • LinkedIn – Bancroft Staffing Partners Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity & are committed to creating an inclusive environment for all employees & candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

We are seeking an experienced and highly adaptable Private Chef to support an UHNW principal in Beverly Hills, CA. Private Chef in UHNW households. Travel: 810 times per year (Miami, New York, Malibu; TBD if chef travels with principal).

Relationship Manager I, UHNW (Los Angeles, CA).

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionSalary: $90,000 = $100,000 plus commissions As aCapitalFundraiser, you will play a pivotal role in securing the necessarycapitalto support the company's property acquisition initiatives. This role requires a deep understanding ofcapitalmarkets, financial modeling, and a strong network within the investment community. The ideal candidate will have 5-10 yearscapitalraising experience and a proven track record of fundraising in the family office sector. Thispositionreports directly to the CEO, and is an in-office position.We will only respond to those candidates based in Los Angeles. RESPONSIBILITIES:Fundraising Strategy: • A real estate industryfundraiserwith an impressive and easily verifiable track record of fundraising on behalf of co-mingled funds, separate accounts, and one-off investments., • Proven track record of raising equity in the Family Office sector., • Develop and execute fundraising strategies to securecapitalfor property acquisitions., • Identify and cultivate relationships with HNW individuals, family offices, private equity firms, family offices, and other potential funding sources.Investor Communication:, • Prepare compelling investment presentations and pitch materials for potential investors., • Effectively communicate the company's investment thesis and strategy to existing and prospective investors.MarketResearch:, • Stay abreast ofmarkettrends, economic indicators, and competitive landscape to inform fundraising strategies and investment decisions., • Providemarketinsights to the Acquisitions team to support their decision-making process.Compliance and Reporting:, • Ensure compliance with relevant regulatory requirements and industry standards., • Prepare regular reports for internal and external stakeholders on fundraising progress and financial performance.Relationship Management:, • Possesses extensive relationships with HNW/UHNW individual investors, family offices and private wealth organizations., • Nurture and maintain strong relationships with current investors, fostering a sense of trust and confidence in the company's ability to deliver returns. QUALIFICATIONS/REQUIREMENTS: • Bachelor's degree in finance, business, or a related field; advanced degree (MBA, CFA) preferred., • Proven experience incapitalmarkets fundraising within the real estate or property management sector., • ldeal candidate will have a proven track record of 5-10 yearscapitalraising experience., • Capable of making the entire fundraising, investor relations andmarketing communications function their own and state of the art., • Strong financial analytical skills., • Excellent communication and presentation skills., • Established network within the investment community., • In-depth knowledge of multi-family real estatemarkets and investment strategies. We are looking for a candidate with a proven track record in the industry and someone who will hit the ground running and is available to start immediately. This is an in-office position and candidates who wish to work remotely will not be considered. If you are a results-oriented professional with a passion for real estate and a proven ability to secure capital for strategic acquisitions, we invite you to apply and be a key player in our dynamic and growing Acquisitions Department.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients. We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Essential Job Functions will include: • Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives., • Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions., • Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients, • Provide insight on clients' current entity structures, family businesses, corporate tax issues and philanthropic strategies., • Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences., • Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns, • Work with tax staff to respond to tax notices and review of correspondence, • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members, • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 15+ years of public accounting experience, or equivalent tax experience, • Advanced degree or designation required (e.g., CPA or JD, MS/LLM), • Advanced tax code knowledge, application and accounting skills, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus, • Highly organized, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills, • Team player, collaborative and able to work in concert with others, • Client first attitude including a passion for providing an excellent client experience Location: Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time), with a preference for West Coast or Mountain. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. #LI-Remote Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $180,000—$225,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description As a member of a client service team, the Wealth Management Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office with the services provided to clients such as the preparation of net worth statements, cash flows, long-range financial projections, income tax projections and various evaluations. The associate will assist with the integration and coordination of the work done on behalf of clients by the various groups including Tax Services, Expense Management, and Investment Advisory Services. The Associate is expected, from time to time, to have direct contact with clients, vendors, and other advisors as necessary as part of the client service team. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. Aspiriant’s Exclusive Family Office delivers comprehensive, integrated wealth management and advisory services tailored to ultra-high-net-worth and multi-generational families. Learn more about our services and team here: https://aspiriant.com/exclusive-family-office/ • Collaborative work environment – Together, We Achieve More, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Participate in internal strategy discussions for clients, • Assist with the coordination and integration of projects and assessments done by the various groups, • Review financials and income tax projections/tax returns prepared by the Tax Services Group, • Gather tax information for preparation of client’s tax returns by the Tax Services Group, • Gather and compile client’s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth planning engagements, • Prepare long-term capital sufficiency analyses based on client’s personal financial goals, current financial data, and investment assumptions, • Communicate with clients to request information, clarify data, and follow up on outstanding items in a timely and professional manner, • Attend client meetings (virtual and in-person) alongside senior advisors; assist with meeting preparation, note-taking, and follow-up items Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine. This role offers strong career progression, with team members who demonstrate high performance having the opportunity to advance quickly within the organization. The attributes and talents that lead to success in the role are: Knowledge: • Basic understanding of comprehensive personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation, • Understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns, • Basic understanding of financial statements; including balance sheets, profit loss and cash flow Skills: • Experience preparing and/or reviewing tax returns of UHNW individuals (personal, trust, privately held companies, family limited partnerships and foundations), • Clearly and confidently presents financial planning materials and concepts to clients, and is able to thoughtfully address most ad hoc questions related to their situations Abilities: • Strong organizational and time-management skills, with the ability to manage and track multiple projects simultaneously, • Ability to work effectively with multiple directors and cross-functional team members to coordinate client projects and deliverables, • Strong communication skills, including the ability to clearly and professionally communicate with internal team members and clients, • Ability to prioritize tasks, proactively communicate status and next steps, and follow through to completion, • Proficiency in Excel and Word required. Experience with eMoney is highly desirable, • Takes ownership of all aspects of the client engagement (anticipation of issues, strategy development, meeting prep, follow-up, execution)., • Demonstrates intellectual curiosity and takes a proactive, self-motivated approach to learning various financial planning concepts, including complex tax and estate planning strategies. Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–4 years of experience supporting wealth management clients or in tax and accounting, with client-facing communication experience, • Bachelor’s degree required. Prefer accounting, finance, law, and/or significant experience in a related field. CPA is highly desirable., • CFP® preferred or demonstrated progress toward acquiring the CFP®, i.e., ongoing plan for completion of required coursework and taking the CFP® exam Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Travelling Personal Assistant / Valet for UHNW British Principal. Seeking top of the class candidates with experience supporting a celebrity, a royal, political figure or UHNW individual, with advance, and PA support.

Seeking top of the class candidates with experience supporting a celebrity, a royal, political figure or UHNW individual, with advance, and PA support. Travelling Personal Assistant / Valet for UHNW British Principal.

Background in concierge medicine, private practice, luxury services, or UHNW environments strongly preferred.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Job Title: Assistant Front Office Manager.Hotel Rating: 5-Star Luxury Property.Reports To: Front Office Manager.Salary: $73 DOE + signing bonus for those eligible.We are seeking a highly motivated and service-oriented Assistant Front Office Manager to join our prestigious 5-star hotel in Los Angeles

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Sometimes, the right role isn't about a title—it's about trust, judgment, and alignment.A highly respected, politically active partner is seeking a seasoned.This is a high-trust role supporting a fast-paced, client-facing legal practice in a.You will own a complex calendar, manage and prioritize a

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

A highly respected, privately held firm headquartered in Brentwood is seeking an experienced Executive Assistant to support its founder and CEO.This is a high-touch, high-trust Executive Assistant position supporting a CEO who moves fast, thinks fast, and expects the same from the people around him.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We are seeking a highly organized and detail-oriented Executive Assistant to provide administrative support to our Chief Operating Officer and executive team.The ideal candidate will have excellent communication skills, be able to multitask and prioritize effectively, and have a strong attention to

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Position summary This executive assistant role is responsible for providing high-level, executive, and confidential administrative support.This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that wou

At AG, we are committed to delivering exceptional quality, with every stitch rooted in our passion for denim.Los Angeles-based premium denim market leader, AG Adriano Goldschmied, is seeking an Executive Assistant & Office Manager to support the company's overall operations.Responsibilities incl

Personal Assistant to Ultra-High-Net-Worth Individual | Beverly Hills | $150k.An ultra-high-net-worth individual is seeking an exceptional Personal Assistant who thrives in a fast-paced, high-touch environment.This is a unique opportunity to serve as a trusted right hand, providing seamless, white-g

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Our client, a boutique public relations & communications firm in Beverly Hills, is seeking an Executive Assistant to support their CEO & tight-knit team.You'll work closely with the CEO day-to-day, interact with high-profile clients, and oversee the smooth operation of the office.This role i

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists